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Schneider Downs Wealth Management Advisors’s iShares US Energy ETF IYE Stock Holding History

Schneider Downs Wealth Management Advisors’s Portfolio IYE Stock Details IYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,962
Closed -$540K – 149
2025
Q1 		$540K Hold
10,962
– – 0.1% 81
2024
Q4 		$500K Buy
+10,962
New +$525K 0.09% 86

Other funds holding IYE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's IYE Position: Q2 2025 in Review

Schneider Downs Wealth Management Advisors sold out of iShares US Energy ETF (IYE) in Q2 2025, closing a stake of 10,962 shares — an estimated $540K sold.

Schneider Downs Wealth Management Advisors first reported a position in IYE in Q4 2024 and held it in 2 quarters. The position peaked at $540K in Q1 2025. 274 funds tracked by Wall St. Rank hold IYE as of Q2 2025.

  • Schneider Downs Wealth Management Advisors reported no remaining iShares US Energy ETF position as of Q2 2025 after selling out during the quarter.
  • Schneider Downs Wealth Management Advisors sold 10,962 iShares US Energy ETF shares in Q2 2025, an estimated $540K.
  • Schneider Downs Wealth Management Advisors first reported a position in iShares US Energy ETF in Q4 2024 and held it in 2 quarters.
  • Schneider Downs Wealth Management Advisors's iShares US Energy ETF position peaked at $540K in Q1 2025.
  • 274 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2025.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.